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The Investment Cuddle episodes
- Episode 47 Defence – Funds
This month the Cuddle covers Defence, looking at the different types of funds including a few ETFs. We talk through how to invest in this sector and review an alternative investment option.
Music by https://audionautix.com
Information links
Fidelity Select Defense and Aerospace Fund (FSDAX) FSDAX - Fidelity ® Select Defense and Aerospace Portfolio | Fidelity Investments
iShares U.S. Aerospace & Defense ETF (ITA) iShares U.S. Aerospace & Defense ETF | ITA
SPDR S&P Aerospace & Defense ETF (XAR) XAR: SPDR® S&P® Aerospace & Defense ETF (ssga.com)
Invesco Aerospace & Defense ETF (PPA) Invesco | Product Detail | Invesco Aerospace & Defense ETF
The City of London Investment Trust plc (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/
25 min - Episode 46 Good, Bad, Ugly - 2023
This month the Cuddle covers what went on in the markets in 2023, looking at indexes, bonds and individual companies. We talk through how our portfolio performed and review our best and worst performers.
Music by https://audionautix.com
Information links
CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com
BlackRock Frontiers Investment Trust plc (BRFI) https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/performance-holdings
Henderson Diversified Income Trust plc (HDIV) https://www.janushenderson.com/en-gb/investor/product/henderson-diversified-income-trust-plc/
Murray International Trust (MYI) https://www.murray-intl.co.uk
Henderson International Income Trust plc (HINT) https://www.janushenderson.com/en-gb/investor/product/henderson-international-income-trust-plc/
Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information
Index and sector performance
https://www.visualcapitalist.com/best-and-worst-performing-sectors-in-2023/
28 min - Episode 45 Pull the other one – Christmas Special
This month the Cuddle covers its Christmas Crackers, looking at the different types of companies within our cuddle crackers. We talk through whether to keep our gifts and whether that is all we wanted for Christmas!
Music by https://audionautix.com
Information links
Christmas cracker Gifts
Analogue Devices (ADI) Investor Relations - Analog Devices
Andrada Mining (ATM.L) Andrada Mining | Investors
The Buckle, Inc (BKE) The Buckle, Inc. - Investor Overview
Hanesbrands Inc. (HBI) Hanesbrands, Inc. - Investors - Investor Relations Home | Hanesbrands Inc.
Norwegian Cruise Line Holdings Ltd. (NCLH) Investor Relations :: Norwegian Cruise Line Holdings Ltd. (NCLH) (nclhltd.com)
Tharisa plc (THS.L) Investment Overview | Tharisa
44 min - Episode 44 Defence – Companies
This month the Cuddle covers Defence, looking at the different types of companies within the US and UK. We talk through how to invest in this sector and review a few investment options.
Music by https://audionautix.com
Information links
- Lockheed Martin – LMT, $108B Lockheed Martin Corp, LMT:NYQ profile - FT.com
- Boeing Co – BA, $123B Boeing Co, BA:NYQ summary - FT.com
- Raytheon Technologies Corporation – RTX, $109B RTX Corp, RTX:NYQ profile - FT.com
- BAE Systems plc – BA., $40B BAE Systems PLC, BA.:LSE summary - FT.com
- Northrop Grumman Corporation – NOC, $67B NORTHROP GRUMMAN CORP, NOC:NYQ summary - FT.com
24 min - Episode 43 The Investment Company Showcase Review
This month the Cuddle covers our visit to The Investment Company Showcase, the second year the Association of Investment Companies (AIC) have held their showcase event. We talk through our best bits and cover the funds and managers that caught the eye.
Music by https://audionautix.com
Information links
Association of Investment Companies (AIC)
- https://www.theaic.co.uk
- The Investment Company Showcase 2023:
https://www.theaic.co.uk/the-investment-company-showcase-2023https://www.theaic.co.uk/the-investment-company-showcase-2023/mancy-room
- The big income panel
- Simon Gergel, Merchants Trust
- Rebecca Maclean, Dunedin Income Growth
- James de Uphaugh, Edinburgh Investment Trust
- Keynote speaker: Lawrence Burns of Scottish Mortgage Investment Trust:
- How small should you go?
- Roland Arnold, BlackRock Smaller Companies
- Jean Roche, Schroder UK Mid Cap Fund
- Gervais Williams, Miton UK MicroCap Trust & Diverse Income Trust
https://www.theaic.co.uk/the-investment-company-showcase-2023/avize-room
- It’s all about the dividends: Gervais Williams of Diverse Income Trust
- Infrastructure - Built to last
- Chris Morgan, International Public Partnerships
- Edward Hunt, HICL Infrastructure
- Steve Cook, Sequoia Economic Infrastructure Income
Keynote speaker: Nick Robinson, Presenter, The Today Programme
22 min - Episode 42 Terry Alternatives - Funds
This month the Cuddle the OEIC investment riddle continues, looking at investment alternatives to Terry. We talk through potential alternatives and how they have performed over the last five years and what they may provide in returns over the next decade.
Music by https://audionautix.com
Information links
Funds that have Outperformed over the last 5 years
- Artemis UK Select: https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-uk-select-fund/class-i-accumulation-units-gbp
- Fidelity Special Situations: https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B88V3X40-fidelity-special-situations-w-acc/key-statistics
- TM RWC RedWheel UK Equity Income: https://www.redwheel.com/uk/en/professional/product-page/tm-redwheel-uk-equity-income-fund_tmei/#
Funds to outperform over the next 10 years
- GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest
- Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk)
- Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)
34 min - Episode 41 Terry Alternatives – Investment Strategy
This month the Cuddle covers the OEIC investment riddle, looking at investment alternatives to Terry. We talk through alternatives with a similar philosophy and how to create your own strategy.
Music by https://audionautix.com
Information links
Fundsmith https://www.fundsmith.co.uk/factsheet/
BlueWhale https://bluewhale.co.uk/factsheet
33 min - Episode 40 Energy – Non-Renewables – ‘The Energy Transition’
This month the Cuddle covers non-renewable energy, looking at the different types of fossil fuel energy companies and funds. We talk through how to invest in this sector with a few investment options.
Music by https://audionautix.com
Information links
- Harmony Energy Income Trust plc – HEIT - https://www.heitp.co.uk
- Blackrock Energy & Resources Income (BERI) - https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/performance-holdings
Oil & Gas Companies
- BP - https://www.bp.com/en/global/corporate/news-and-insights/reimagining-energy/4q-and-full-year-2022-results-highlights.html
- Shell - https://www.shell.com/investors/why-invest-in-shell.html
- Exxon - https://investor.exxonmobil.com/news-events/press-releases/detail/1143/exxonmobil-announces-first-quarter-2023-results
- CNQ - https://www.cnrl.com/investors/investor-relations/#none
45 min - Episode 39 Energy – Fuel Cells et al.,
This month the Cuddle covers renewable energy, looking at the alternative to wind and solar. We talk through how to invest in technologies such as Fuels, Fuel cells, Energy storage, Hydrogen within the renewables sector and review a few investment options.
Music by https://audionautix.com
Information links
Shares – Fuel Cells & Electrolysers
- Fuelcell Energy Inc – FCEL https://www.fuelcellenergy.com
- Ceres Power – CWR https://www.ceres.tech/investors/
- Plug Power – PLUG https://www.plugpower.com/fuel-cell-power/
- ITM Power plc – ITM – electrolysers https://itm-power.com
Funds - Hydrogen
- Legal & General ETF, Hydrogen Economy UCITS ETF USD (GBP) – HTWG
https://fundcentres.lgim.com/en/uk/institutional/fund-centre/ETF/Hydrogen-Economy/
- VanEck Investments Ltd, Hydrogen Economy UCITS ETF Acc – HDRO
https://www.vaneck.com/uk/en/hdro/overview/
- HydrogenOne Capital Growth plc – HGEN
https://hydrogenonecapitalgrowthplc.com
Funds - Energy Storage
- Gresham House Energy Storage (GRID)
https://greshamhouse.com/real-assets/new-energy/gresham-house-energy-storage-fund-plc/
41 min - Episode 38 Energy - Funds - Wind
This month the Cuddle covers renewable energy, looking at the different types of wind energy funds. We talk through how to invest in this technology within the sector and review a few investment options.
Music by https://audionautix.com
Information links
Greencoat UK Wind plc – UKW - https://www.greencoat-ukwind.com/disclaimer-country
The Renewables Infrastructure Group Limited – TRIG - https://www.trig-ltd.com
WNDY Wind Energy ETF - https://www.globalxetfs.com/funds/wndy/
Global X ETF ICAV Wind Energy UCITS ETF Acc WNDG - https://www.morningstar.co.uk/uk/etf/snapshot/snapshot.aspx?id=0P0001OF8R
Vestas Wind Systems AS – VWS - https://www.vestas.com/en/investor
31 min
About The Investment Cuddle
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Financial and investing podcast for investors